Shamrock Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Sell |
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|
2014
Q2 | $15.9M | Sell |
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|
2014
Q1 | $24.6M | Buy |
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|
2013
Q4 | $14.5M | Buy |
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|
2013
Q3 | $12.3M | Sell |
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|
2013
Q2 | $13M | Buy |
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